Consulting Services

R&D Analysis & Documentation.

We customize the R&D study that meets your needs and based on your facts and circumstances.

R&D Analysis & Documentation

We customize the R&D study to meet your needs, based on your facts and circumstances. From qualifying activities through QRE calculation, the deliverable is built to support the credit on your return — and to defend it on audit.

Business Start-up Consulting

Strategically position your start-up for maximum tax savings. We help early-stage companies set up the recordkeeping, accounting structure, and entity choices that make qualifying activities easier to substantiate later.

R&D Cost Review

Review your financial information and identify best practices for tracking R&D spending — including IRC §174 capitalization, contract research, and supply costs. Cleaner inputs lead to bigger, more defensible credits.

Illustration comparing tax liability with and without the R&D tax credit

Financial Benefits

Benefits include:

Create a permanent tax saving or deferred tax asset
Reduce effective tax rate (for public companies)
Slow down the burn rate for qualified small businesses
May be required by investors during due diligence

Not sure where to start?

A short call is the fastest way to find out whether the R&D credit makes sense for your business.

Book a free consultation